Wright Investors Service’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
9,061
+149
| +2% | +$43.9K | 0.81% | 37 |
|
|
2025
Q1 | $2.22M | Sell |
8,912
-420
| -5% | -$104K | 0.73% | 37 |
|
|
2024
Q4 | $2.05M | Sell |
9,332
-9,009
| -49% | -$1.98M | 0.67% | 42 |
|
|
2024
Q3 | $4.05M | Sell |
18,341
-339
| -2% | -$74.9K | 1.06% | 28 |
|
|
2024
Q2 | $3.23M | Sell |
18,680
-5,787
| -24% | -$1M | 0.85% | 33 |
|
|
2024
Q1 | $4.67M | Buy |
24,467
+153
| +0.6% | +$29.2K | 1.18% | 26 |
|
|
2023
Q4 | $3.98M | Sell |
24,314
-3,895
| -14% | -$637K | 1.12% | 25 |
|
|
2023
Q3 | $3.96M | Buy |
28,209
+508
| +2% | +$71.3K | 1.15% | 27 |
|
|
2023
Q2 | $3.71M | Sell |
27,701
-2,733
| -9% | -$366K | 1.04% | 27 |
|
|
2023
Q1 | $3.99M | Sell |
30,434
-501
| -2% | -$65.7K | 1.13% | 23 |
|
|
2022
Q4 | $4.36M | Buy |
30,935
+752
| +2% | +$106K | 1.25% | 19 |
|
|
2022
Q3 | $3.59M | Sell |
30,183
-2,382
| -7% | -$283K | 1.13% | 28 |
|
|
2022
Q2 | $4.6M | Buy |
32,565
+1,617
| +5% | +$228K | 1.31% | 17 |
|
|
2022
Q1 | $4.02M | Buy |
30,948
+891
| +3% | +$116K | 1% | 29 |
|
|
2021
Q4 | $4.02M | Buy |
30,057
+698
| +2% | +$93.3K | 1.02% | 32 |
|
|
2021
Q3 | $3.9M | Buy |
29,359
+1,862
| +7% | +$247K | 1.11% | 27 |
|
|
2021
Q2 | $3.85M | Buy |
27,497
+1,013
| +4% | +$142K | 1.05% | 29 |
|
|
2021
Q1 | $3.37M | Buy |
26,484
+12,252
| +86% | +$1.56M | 1.02% | 32 |
|
|
2020
Q4 | $1.71M | Buy |
14,232
+107
| +0.8% | +$12.9K | 0.59% | 58 |
|
|
2020
Q3 | $1.64M | Buy |
14,125
+1,222
| +9% | +$142K | 0.58% | 55 |
|
|
2020
Q2 | $1.49M | Sell |
12,903
-15,287
| -54% | -$1.77M | 0.57% | 55 |
|
|
2020
Q1 | $2.99M | Buy |
28,190
+7,564
| +37% | +$802K | 1.29% | 22 |
|
|
2019
Q4 | $2.64M | Buy |
20,626
+9,279
| +82% | +$1.19M | 0.9% | 32 |
|
|
2019
Q3 | $1.58M | Buy |
11,347
+1,957
| +21% | +$272K | 0.57% | 58 |
|
|
2019
Q2 | $1.24M | Buy |
9,390
+599
| +7% | +$79K | 0.47% | 64 |
|
|
2019
Q1 | $1.19M | Buy |
8,791
+4,019
| +84% | +$542K | 0.48% | 59 |
|
|
2018
Q4 | $519K | Sell |
4,772
-316
| -6% | -$34.4K | 0.22% | 99 |
|
|
2018
Q3 | $735K | Buy |
5,088
+246
| +5% | +$35.5K | 0.27% | 82 |
|
|
2018
Q2 | $647K | Buy |
4,842
+6
| +0.1% | +$802 | 0.26% | 95 |
|
|
2018
Q1 | $709K | Buy |
4,836
+326
| +7% | +$47.8K | 0.24% | 105 |
|
|
2017
Q4 | $662K | Sell |
4,510
-3,469
| -43% | -$509K | 0.22% | 111 |
|
|
2017
Q3 | $1.11M | Sell |
7,979
-7,748
| -49% | -$1.07M | 0.4% | 67 |
|
|
2017
Q2 | $2.31M | Sell |
15,727
-15,031
| -49% | -$2.21M | 0.87% | 34 |
|
|
2017
Q1 | $5.12M | Buy |
30,758
+6,894
| +29% | +$1.15M | 2.07% | 4 |
|
|
2016
Q4 | $3.79M | Buy |
23,864
+3,974
| +20% | +$631K | 1.64% | 7 |
|
|
2016
Q3 | $3.02M | Buy |
19,890
+8,128
| +69% | +$1.23M | 1.26% | 13 |
|
|
2016
Q2 | $1.71M | Buy |
11,762
+1,176
| +11% | +$171K | 0.7% | 48 |
|
|
2016
Q1 | $1.53M | Buy |
10,586
+2,631
| +33% | +$381K | 0.61% | 52 |
|
|
2015
Q4 | $1.05M | Buy |
7,955
+3,054
| +62% | +$402K | 0.39% | 91 |
|
|
2015
Q3 | $679K | Buy |
4,901
+2,317
| +90% | +$321K | 0.31% | 106 |
|
|
2015
Q2 | $402K | Buy |
2,584
+957
| +59% | +$149K | 0.19% | 145 |
|
|
2015
Q1 | $250K | Buy |
1,627
+309
| +23% | +$47.5K | 0.12% | 189 |
|
|
2014
Q4 | $202K | Buy |
+1,318
| New | +$202K | 0.1% | 209 |
|
|
2014
Q2 | – | Sell |
-1,931
| Closed | -$355K | – | 223 |
|
|
2014
Q1 | $355K | Sell |
1,931
-183
| -9% | -$33.6K | 0.16% | 169 |
|
|
2013
Q4 | $379K | Sell |
2,114
-905
| -30% | -$162K | 0.17% | 165 |
|
|
2013
Q3 | $534K | Sell |
3,019
-1,614
| -35% | -$285K | 0.24% | 132 |
|
|
2013
Q2 | $846K | Buy |
+4,633
| New | +$846K | 0.4% | 84 |
|